See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,476 | $138,347-20.1% | $184,203-40.0% | $80,856+36.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 86.8%-3.5pp | 67.6%+15.7pp |
| Annual return | 15.83% | 20.02%-4.2pp | 28.81%-13.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $4,848 | $4,8500% | $6,427-24.6% | $2,755+76.0% |
| Participant deferral / active EE | $4,024 | $7,071-43.1% | $9,131-55.9% | $4,296-6.3% |
| Admin fee / account holder | $3,342 | $10,483-68.1% | $13,901-76.0% | $6,918-51.7% |